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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,932 | $102,609-57.2% | $98,090-55.2% | $138,895-68.4% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 14.16% | 36.44%-22.3pp | 37.05%-22.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,358 | $3,867-64.9% | $3,606-62.3% | $4,194-67.6% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,654 | $11,434+10.7% | $11,815+7.1% | $12,562+0.7% |